UBS says the theme park company has an attractive growth profile.
“We are initiating coverage on FUN and PRKS with preference for FUN (Buy Rated), given upside to revenue synergy targets and growth profile likely driving multiple re-rating.”
Daiwa lowered its price target on the stock by 28% to $115 per share from $160.
“As to Nvidia we suggest our Middle of the Road view and to buy on dips.”
Guggenheim says the healthcare insurer is well positioned.
“Moreover, we expect healthy debate on our favorable view on HUM given the catalytic construct evolving around its shares — ruling on the [medicare advantage] stars lawsuit — which layers meaningful risk along HUM’s recovery pathway, even with favorable 2026 MA rates helping to offset on downside scenarios.”
The firm lowered its price target to $225 per share from $257, citing tariff concerns.
“While Amazon sales seemingly felt little impact from 2018 China tariffs, the widespread (and much larger) 2025 global tariffs are a potential new ballgame for supply chains and costs.”
Seaport says the stock is recession resistant.
“SIRI should be a recession-resistant port in the tariff storm — with an all-U.S., recurring subscription revenue, sticky-subscriber business model, and with ~13% growth in [free cash flow] expected in each of this year and next.”
The investment bank says investors should buy the dip in the electric vehicle maker’s shares.
“We believe the recent stock pullback and sales declines, while significant, are overblown considering the near-term issues impacting the company and the scope of opportunities around the corner. ... .We are adding TSLA to Benchmark Best Ideas with a revised PT of $350 ($475 prior).”
The firm is sticking with both stocks but lowering price targets due to growing macroeconomic uncertainty.
“For Meta, we are lowering our PO to $640 based on revised 2026E GAAP EPS of $27.03 and 23x multiple. For Alphabet, we are lowering our PO to $185 based on 2026E GAAP EPS of $9.57 and 18x multiple.”
Jefferies upgraded the iPhone maker but said it’s still concerned about weak phone demand and tariffs.
“Our base case remains that AAPL would be exempted from U.S. tariffs, given its commitment to invest US$500bn in the U.S. over the next four years, and our belief that it would make additional manufacturing investment commitment in the U.S. (to make iPhone, for example). However, a rising risk of global recession could further impact already-weak iPhone demand.”
Jefferies sees “limited” downside for the stock at current levels.
“We upgrade SBUX to Hold from Underperform as the stock has quickly retreated -29% since the Feb market high (S&P -19%) and is near our PT of $76, pointing to limited n-t downside.”
Wells sees a “more favorable view” of the insurance company’s reserves.
“We are raising our rating on TRV reflecting our more favorable view of its reserves.”
Loop says the company is not immune to tariffs but that it “sees market share opportunities in an inflationary environment” for Costco.
“We are maintaining our Buy rating and trimming our price target on Costco from $1,150 to $1,045 on lowered EPS estimates as we take a stab at the margin impact from tariffs.”
Bernstein says it’s concerned about tariffs.
“It is time to confront some hard truths, once more: vehicle tariffs have commenced, and parts tariffs are likely to follow within a month. We extend our company analysis to Ford and find significant downside not priced by the market yet.”
Evercore says the fintech payment company is well positioned to grow its user base.
“We are initiating coverage on Affirm with an Outperform rating and a 12-month price target of $50, implying 40% upside to the April 4th date close of $36.”
The bank said the retailer was popular in its teen survey and the business is “well insulated.”
“We’re upgrading BBWI to Overweight from Neutral, and our PT moves to $35.”
The firm’s teen survey shows that the soft drink is popular among teens.
“Dr Pepper was teen’s favorite soda and beverage brand in our Spring survey, boding well for long-term share gains.”
Stifel says the real estate investment trust mall that owns shopping malls is undervalued.
“We are upgrading shares of Simon Property Group to Buy from Hold.”
Citi says investors should buy the dip in the largest operator of U.S. nuclear power plants.
“We upgrade CEG to Buy/H with $232 TP as the stock’s risk reward profile looks more attractive after the sell-off...”
Loop says investors should buy the dip in the building materials company.
“We’re initiating coverage of CRH with a BUY rating and a $114 price target. We recommend taking advantage of the recent pullback as CRH offers best in-class exposure with scale to the U.S. infrastructure market at a discount to its principal publicly traded peers.”
HSBC sees a limited tariff impact for the renewable energy company.
“We upgrade our rating for Bloom Energy to Buy from Hold following the recent sell-off, noting the company’s manufacturing and sales are located primarily in the United States.”
The firm says the Windows and XBox parent is a port in a storm.
“Under broader macro instability, we remain constructive on companies demonstrating strong customer value and tangible AI revenue (MSFT, CRM, NOW, ADBE).”
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